LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1963040
ALAMO, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,097,036
+$180,273 QoQ
Shares Held
23,698
+10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,097,036 | 23,698 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,916,763 | 21,402 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,487,186 | 16,873 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,205,380 | 14,453 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $978,741 | 12,794 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $964,749 | 12,593 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $890,420 | 11,284 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $797,080 | 10,659 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $799,759 | 10,887 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $694,643 | 10,060 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $594,456 | 9,363 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $538,017 | 8,110 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $531,548 | 8,359 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $463,122 | 7,751 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||